Advisor profile


Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Christian Financial Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Small Business
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Education

  • Master of Business Administration, Finance, Regent University
  • Bachelor of Arts, English and Business Administration, East Carolina University

Interests

Spending time with family

Coaching Fastpitch Travel / HS Softball

Most All Sports

Community participation

I volunteer at Grassfield, HS as the Assistant Softball Coach

I volunteer as President of Orion Hunter Elite Fastpitch Organization and I coach one of the teams.